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Sales Operations Manager at a financial services firm with 51-200 employees
Adding company hierarchy makes it easy for our sales people to identify...
Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and received to the account which puts all the information in one place. This allows top management to see...
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